Quick Links
Table of Contents |
---|
House Accounts in the FOH
House Account Search
...
Action
...
Display
...
1. Tap the Show Commands button on the Command Bar
2. Select the House and Loyalty button in the Select Command… pop up window
...
3. Use the Search bar field at the top of the screen to search for existing accounts by:
Name
Phone Number
Email Address
...
4. From the listed results, select the appropriate account
5. With the account selected, you can proceed to adjust the account details, or use it for an order payment
...
Using a House Account for Payment
...
Action
...
Display
...
1. Navigate to the Payment Screen from the order
2. Select the House Account payment type
3. Press the Find Account button
...
4. In the House Accounts Search screen, use the Search bar field at the top of the screen to search for existing accounts by:
Name
Phone Number
Email Address
5. Select the desired account
6. Press the Use Account for Payment button
...
7. Press the green Apply Payment button
...
Settle House Account (Pay Balance)
...
Action
...
Display
...
Tap the Show Commands button on the Command Bar
Select the House and Loyalty button in the Select Command… pop up window
...
3. Use the Search bar field at the top of the screen to search for existing accounts by:
Name
Phone Number
Email Address
4. From the listed results, select the appropriate account
5. Press the Customer Details button
...
6. Press the Settle Account button
...
7. Select the payment type, adjust the amount if necessary
8. Press the Process button
...
Tip |
---|
For a Job Position to be able to settle a house account, it must have the ability to do Paid In's enabled. To learn more about Job Positions, click here. |
...
Contents
Child pages (Children Display) |
---|